Financial Account Transfer to Living Trust - Pennsylvania 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the date of the assignment in the designated field. This should reflect the current date when you are completing the form.
3. Fill in your name as the Assignor, along with your county and state of residence. Ensure that all information is accurate for legal purposes.
4. Next, provide the name of the Trustee and specify the name of the Revocable Trust. This identifies who will manage the assets being transferred.
5. List all relevant account numbers under each category (Checking, Savings, Brokerage) along with their respective financial institutions. Be thorough to avoid any omissions.
6. In the section regarding future titling, enter the Trustee's name and address to ensure proper documentation for asset management.
7. Finally, sign and print your name as Trustor at the bottom of the form. If there are multiple Assignors, ensure all signatures are included.

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